Sales Desk Associate - Retirement (Fintech)

Location: Denver, Colorado; hybrid office environment

Salary: $24.00 per hour, with typical eligibility for a 6% annual bonus at the company’s discretion.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions as part of the Aegon group.

What you will do

• Support internal sales teams, wholesalers, relationship managers, channel leaders, and financial partners.
• Coordinate marketing materials, promotional items, sales supplies, mailing campaigns, and presentation materials.
• Provide pre-sale and post-sale business resolution and follow-up with the wholesaling team.
• Support licensing, agent appointments, suitability training, sales activity reporting, and order entry.
• Maintain accurate Salesforce data and monitor sales-supply inventory.
• Collect required information and complete sales applications, paperwork, hypotheticals, and illustrations for approved partner-firm advisors.

Requirements

• High school diploma or GED.
• SIE, FINRA Series 6 and Series 63 securities licenses, or the ability to obtain them within 18 months of hire.
• Life insurance license, or the ability to obtain it within 18 months of hire.
• Strong organizational and time-management skills with the ability to collaborate effectively.
• Proficiency in Microsoft Outlook, Word, and Excel.

Nice to have

• Financial services industry experience.
• Experience with customer relationship management tools, including Salesforce.

Culture & Benefits

• Hybrid office environment with a focus on collaboration, accountability, inclusion, and professional development.
• Licensing support for SIE, Series 6, Series 63, and Life Insurance credentials.
• Pension plan, 401(k) match, employee stock purchase plan, and eligible employee bonus.
• Medical, dental, vision, disability, employee assistance, and backup-care benefits.
• Paid time off starting at 160 hours annually in the first year, ten paid holidays, and eligible parental and adoption assistance.
• Tuition reimbursement, career training, wellness programs, employee resource groups, and diversity and inclusion programs.